CRM services and consulting

CRM strategy, custom CRM deployment, CRM training, and CRM management

CRM systems can net a 245% ROI if implemented correctly


CRM Consultancy: Streamline & nurture your sales prospects, at scale

The Status Quo

With a solid CRM strategy and custom CRM deployment, businesses can streamline their sales processes and operate in a more structured way. CRM analytics enables businesses to measure and optimise sales performance, maximise sales conversions and deliver a better sales experience.

Businesses often operate with sales processes that have organically evolved over time and are not engineered for efficiency. Sales processes that rely on tools that are not integrated with the CRM system often require manual intervention, taking valuable time away from closing deals.

To achieve consistent growth, businesses need an equal focus on sales and operations but this becomes challenging when sales are supported by a patchwork of sales processes and tools. Many operate an imbalance and spend more time on serving customers at the expense of sales, sacrificing growth as a result.

Undefined, unstructured and burdensome sales processes inevitably result in inefficient operations. This can result in missed targets, constrained growth and, in extreme cases, reduced headcount which places further pressure on the business.

The business benefit of a robust CRM strategy driven sales programme

Pick up where you left off

Accessible, well structured CRM programmes enable businesses to remain organised and progress sales in as little as 30 minutes a day.

Sales task reminders

Simplify sales admin with a well configured CRM platform that automatically reminds users of the next task required to progress each deal.

Automate nurturing

Nurture sales prospects at scale, with automated emails that educate, inform and build trust, thereby shortening the sales cycle.

Businesses often attempt to scale their sales via in-person events like conferences, expos, trade shows, and networking.

Events are great lead generation activities but they are difficult to scale and hard to measure as compared to their digital equivalents. Digital sales activities can be measured and optimised, enabling businesses to improve performance over time, and reducing wasted time on activities that don’t work. Digital sales tactics such as outreach, social sales and lead generation can give businesses exponential market reach.

Our approach to CRM strategy

Build a predictable, repeatable and scalable system which automates lead capture and streamlines the lead nurturing process. Sell while you sleep and reduce the work required to close a sale using CRM and sales automations that improve sales conversion rates. 

Build the CRM blueprint

Map the existing sales processes and translate these into an operating framework for CRM. Define the metrics for success, sales milestones, required CRM functionality and CRM content specifications. Outline the role of all sales channels and touchpoints such as Linkedin, Email, video meetings and the website and define how these touchpoints are orchestrated to deliver an optimal sales experience.

Develop market insight

Analyse the market and build buyer personas for target customers that define their pain points, issues, needs, sales barriers and drivers.

Build CRM content

Leverage this insight and the CRM blueprint to build effective sales messages and CRM content such as brochures, landing pages and email scripts to fuel the CRM system.

Configure and deploy the CRM tech

Select the CRM vendor and all related sales technology tools. Configure and integrate all tools with the CRM platform as per the CRM blueprint. Deploy the CRM and all related sales tools to scale sales.

Manage the CRM system

Nurture leads and build rapport by providing a seamless CRM driven sales experience and sharing educational, thought leading content with prospects. Up-sell to existing customers by sending personalised offers via email that promote related products and services.

Develop a sharper sales CRM to free up time to work on the business’s growth rather than getting stuck working on burdensome administrative sales tasks.

Our CRM consultancy services

CRM Consultancy: Streamline & nurture your sales prospects, at scale
  • CRM Strategy

    Map existing sales processes to identify the functional and technical specifications for the CRM system. Build a detailed CRM blueprint which defines how CRM will integrate with existing tools and processes to streamline and scale sales.

  • CRM vendor selection

    Scan the market and analyse CRM vendors based on the technical and functional requirements that the business has. Select the best value CRM which matches requirements and is compatible with existing systems.

  • CRM implementation and configuration

    Customise the CRM as per business requirements, tailor each individual element of the CRM to maximise adoption and sales productivity and deploy the CRM system.

  • CRM integrations

    Integrate the CRM system with existing tools and datasets. Customise all integrations and build workflows across existing tools to minimise disruptions when migrating. Synchronise data to ensure a smooth dataflow and operations across all systems.

  • CRM content development

    Build a CRM content plan which outlines the required sales collateral, email scripts and website pages that are needed for the CRM system. Produce all required content and integrate it into the CRM system and into all sales tools as needed.

  • CRM reporting & dashboards

    Build a visual CRM sales dashboard to track key performance metrics of the sales pipeline such as leads generated, number of booked meetings and percentage of deals closed for example. This enables businesses to track performance against targets and have more accurate revenue forecasts.

  • CRM Training

    Develop and deliver a comprehensive CRM training programme to develop in-house CRM competency and enable a successful sales transformation for the business.

  • CRM management

    Manage the CRM system on an ongoing basis. Maintain the automated workflows, configure automated followup emails, update CRM scripts, run CRM reports and maintain the CRM database.

The team have worked with some of the biggest brands and ambitious startups in the world

The company we keep

Our 50 years of combined experience working with over 80 global brands means we deliver at a world class standard.

Tom Evans

Founder - Bleepbleeps

“Instrumental in outlining, building and delivering our digital strategy. Immensely talented and knowledgeable in the area of growth marketing, marketing automation and all things digital.”

Madeline Penton

Co Founder & CEO - ICPlan

“Totally transformed our business. I would highly recommend the team to anyone, whether start-up or fully established business to 10x your marketing and sales success.”

Richard Marshall

Founder – Pall Mall Barbers

“I have worked with the team over the past few years – their strength lies in their ability to develop actionable consumer insights, get under the skin of the customer and the competition to develop a competitive advantage.”

Contact us for a free CRM consultation

CRM Services FAQs

What does a CRM consultant do?

A CRM consultancy specialises in planning, deploying and managing CRM systems for their clients. This can include CRM vendor selection, developing the overall CRM strategy and standard operating procedures. A CRM Consultancy may also get involved in planning and producing the content for the CRM system such as sales brochures, customer emails and sales related email scripts. A CRM consultancy like Metranomic is broadly focused on helping businesses keep track of their customer relationships and manage their sales pipeline.

What is a CRM?

CRM stands for Customer Relationship Management. A CRM system is a form of sales and customer management software (most are cloud based) that enable businesses to store and manage their customer and sales prospect data and engage directly with customers and prospects via email. CRM systems enable businesses to structure and scale their sales activities in one centralised location and most CRM systems enable businesses to track deals and forecast projected sales revenue for improved budget forecasting. A CRM consultancy can support you throughout the CRM implementation and adoption process.

What’s involved in the CRM process?

Setting up a CRM system requires advanced planning in order to maximise it’s effectiveness. A perfect CRM setup process can be broken down into the following steps: Planning the business requirements, developing functional specifications for the CRM system, planning the CRM blueprint and operating procedures, selecting and deploying the CRM vendor, producing and deploying content into the CRM system and training the team to use the CRM system. With a team of CRM experts, a CRM consultancy like Metranomic can help you from the first stage of contact to building long-term relationships with your customers.